BMI的產業分析

BMI的見解

價格預測

全球鐵礦石:價格

全球供給、需求、貿易趨勢

全球鐵礦石:巴西、澳洲

礦山供給:鐵礦石

全球鐵礦石:巴西、澳洲

競爭情形

全球低價格促進整合

企業簡介

全球企業策略

附錄

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目錄

Product Code: 2397-5156

BMI View::: We expect iron ore prices will trade between USD50-70/tonne over H117 as additional Chinese
stimulus measures will tighten the market, providing support to prices over the next six-to-nine months.
However by 2018, prices will re-test lows due to an over-supplied seaborne iron ore market, driven by
strong production growth in Australia and Brazil, and weakening consumption growth in China.

Latest Developments & Structural Trends

Price Forecast:

We have revised up iron ore forecast out to 2020 and expect iron ore prices to average USD55/tonne in 2017 and USD48/tonne in 2018, up from our previous forecast of USD45/tonne in both 2017 and 2018. Our upwards revision is predicated on our core view turning more bullish towards metal prices. We now see it likely that infrastructure stimulus measures by China will stay strong through to the end of 2017, rather than our previous core view for stimulus measures to fade in H216.